How to import Zoho CRM data to Sheet
How to import CRM data from sheet to Zoho
How to import CRM data from sheet to Zoho
- Prepare Destination sheet to import data to Zoho CRM.
- Click on Import from Sheet from left side nav .
- Select Module (Leads,Contacts,Deals).
- It will automatically show all configuration you have done in settings.(If not appearing refresh the addon)
- Click on import it will start importing your sheet data to specified CRM module.
- After successful import go to CRM specific module(Leads,Contacts,Deals) and see the imported data.(do hard refresh if not imported).
- You can also see imported data results by clicking import log.